Emigrant Partners is a business built on experience, long term partnership, and alignment of interests. Their team has spent over a decade making minority investments into wealth and asset managers and has completed cumulatively over 45 transactions in their careers.
Novare Capital Management is a privately owned investment management.
Dakota Wealth Management
Private Equity Round in 2023
Dakota Wealth Management is an investment management firm that provides independent services tailored to high-net-worth individuals, families, and institutions. The company specializes in offering customized investment strategies alongside comprehensive financial, tax, and estate planning. By focusing on the unique needs of each client, Dakota Wealth Management aims to facilitate successful wealth management experiences and help clients achieve their financial goals.
F.L.Putnam Investment Management
Private Equity Round in 2022
F.L. Putnam Investment Management is an advisory firm that offers a range of services in investment management, financial planning, and retirement solutions. The company primarily serves high-net-worth clients and institutions, including endowments and foundations. F.L. Putnam specializes in various aspects of wealth management, including investment strategy, portfolio management, and ESG investing. By providing tailored financial consulting services, the firm assists clients in making informed decisions about their financial futures.
Stratos Wealth Partners
Corporate Round in 2020
Stratos Wealth Partners is a privately owned investment management firm based in Beachwood, Ohio, with additional locations across multiple states. Established in November 2008, the firm primarily serves individuals and high-net-worth clients, as well as banking institutions, charitable organizations, and corporations. Stratos Wealth Partners manages separate client-focused equity and fixed income portfolios, investing in the public equity and fixed income markets of the United States. The firm employs a blend of fundamental and technical analysis, utilizing both in-house and external research to inform its investment strategies. Stratos Wealth Partners is committed to providing a personalized wealth management experience, emphasizing concierge-level service to enhance the financial and investment management process for its clients.
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